Billing

Fee schedules, invoices and reporting for your firm.

Insights

Reports and analytics
Pay report
Net-to-firm, splits and gross fees by client.
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Bill comparison
This period vs last, variance by household.
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Fee splits
Solicitor and payee split records.
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Maintain

Wizards & configuration
Generate bill
Run a billing cycle and preview invoices.
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Payment tool
Post fee payments to accounts.
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Journal entries
Book journal entries from a period.
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Fee agreement change
Change a client's fee schedule.
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Fee correction
Correct a mis-billed period.
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Fee files
Exportable fee files for custodians.
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Householding
Group accounts for combined billing.
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Update fee schedule
Edit tiered fee schedules.
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